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Allen Mooney & Barnes Investment Advisors’s Shell SHEL Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Buy
2,714
+106
+4% +$9.15K 0.03% 148
2026
Q1 		$243K Buy
+2,608
New +$211K 0.03% 146

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's SHEL Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Shell (SHEL) stake by 4.1% in Q2 2026, buying an estimated $9.15K and bringing the position to 2,714 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #148.

Allen Mooney & Barnes Investment Advisors first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $243K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 2,714 shares of Shell worth $210K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 106 Shell shares in Q2 2026, an estimated $9.15K.
  • Shell made up 0.03% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Shell position peaked at $243K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.